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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

779 hedge funds and large institutions have $27.9B invested in iShares US Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 315 increasing their positions, 251 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+65
Holders Change %
+9.1%
% of All Funds
10.37%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
0.88%
New
133
Increased
315
Reduced
251
Closed
52
Calls
$471K
Puts
$17.4M
Net Calls
-$16.9M
Net Calls Change
+$751K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.74B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.13B
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$497M
4
Charles Schwab
4
Charles Schwab
California
$462M
5
LPL Financial
5
LPL Financial
California
$2.6B

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$442M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$119M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$1.51M
5
GI
5
GLOBALT Investments
Georgia
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
151
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.54M -$177K -7,699 -2%
SC
152
Scotia Capital
Ontario, Canada
$8.39M +$1.01M +44,084 +14%
CFAM
153
Center For Asset Management
Florida
$7.96M +$170K +7,410 +2%
WSFS
154
Wilmington Savings Fund Society
Delaware
$7.95M +$76.9K +3,347 +1%
WW
155
Westshore Wealth
California
$7.88M +$426K +18,530 +6%
DWM
156
Drive Wealth Management
Utah
$7.82M +$604K +26,291 +8%
CLOS
157
Compagnie Lombard Odier SCmA
Switzerland
$7.7M +$1.08M +46,959 +16%
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$7.69M +$186K +8,101 +2%
Creative Planning
159
Creative Planning
Kansas
$7.49M +$3.95M +171,750 +111%
OPS
160
Orion Portfolio Solutions
Nebraska
$7.27M +$3.6M +156,834 +98%
BCI
161
Brinker Capital Investments
Pennsylvania
$7.27M +$3.6M +156,834 +98%
AFS
162
Access Financial Services
Minnesota
$6.97M -$8.59M -373,704 -55%
PWP
163
Prasad Wealth Partners
Ohio
$6.9M +$6.9M +300,397 New
GP
164
Greenline Partners
New York
$6.84M -$386K -16,807 -5%
WWP
165
Wise Wealth Partners
Arizona
$6.79M +$6.79M +295,628 New
Barclays
166
Barclays
United Kingdom
$6.7M +$344K +14,970 +5%
AWS
167
Atria Wealth Solutions
New York
$6.61M -$791K -34,431 -11%
CCA
168
Coign Capital Advisors
Utah
$6.49M +$6.49M +282,427 New
KIM
169
Kestra Investment Management
Texas
$6.31M +$306K +13,315 +5%
AAG
170
Armstrong Advisory Group
Massachusetts
$6.26M -$537K -23,386 -8%
FCT
171
Family Capital Trust
Massachusetts
$6.25M +$6.07M +264,322 +3,445%
CWM
172
Congress Wealth Management
Massachusetts
$6.16M +$885K +38,505 +17%
MAM
173
MMA Asset Management
Pennsylvania
$6.11M -$1.48M -64,246 -19%
PWG
174
Portside Wealth Group
Utah
$6.04M +$520K +22,617 +9%
ACM
175
Avalon Capital Management
California
$5.96M -$4.66M -202,657 -44%
5 6
7
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